Hello, good evening, and welcome to my new channel—How to Play with AI Hardware.
Regarding the section on AI toys for adults, it can be divided into two directions. The first direction is product creation, and the other direction is creating interactive companion agents.
These two directions are not self-selected by adults; all adults want them, so the best solution is to combine Bubble Mart with agents. However, traditional manufacturers like Bubble Mart do not understand how to create smart hardware, as this involves hardware structural components, embedded development, software development, and agent development. This is all very deep technical work, not just product selection and operation, so the implementation difficulty is quite high. However, this also creates a commercial value, which is IDH, that is, companies that can provide mature AI toy solutions for such IPs. Such companies have their value in existence, as they can provide such solutions to Bubble Mart.
So what is the second dimension? It is the potential market size. As people gain a better understanding of adult emotions, the value of this sector actually has a very large space. However, there is a problem: adults have very high requirements for products, especially in the realm of conversational agents. If the agent is somewhat simplistic or does not truly understand their emotional needs, then adults will not be willing to use such products. Or they might use it today and discard it tomorrow. So what does this mean? It means that the deployment and development of vertical emotional agents become very important, but the difficulty of this development is quite high, as current agents are also constantly being updated and iterated. However, based on each vertical track, such as targeting the ACG (Anime, Comic, Game) crowd, office workers, or white-collar women, the emotional direction for each track is also different.
Therefore, the vertical development of agents for each track becomes the most interesting aspect for every IDH business.